CHARLOTTE, N.C., Sept. 29, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced these days that the group at 1st Legacy Prosperity Management has joined LPL Financial’s broker-dealer, corporate registered expense advisor (RIA) and custodial platforms, aligned with huge business JFC Advisor Network. The group documented serving more than $four hundred million in advisory, brokerage and retirement belongings*. They join LPL from Avantax Investment decision Providers, component of Blucora.
With places of work in San Angelo and Big Spring, Texas, 1st Legacy Prosperity Management, with more than seventy five many years of blended encounter, is a tax-based mostly follow that strives to supply clientele with separately tailor-made fiscal tips focused on tax implications and extensive-time period objectives. Positioning them selves with CPAs, the group specializes in retirement belongings, prosperity development and legacy setting up. “Our precedence is giving a individualized encounter for our clientele and staying a group they can usually connect with on,” stated fiscal advisor Dennis Reed, CPA. “We appreciate encouraging our clientele incorporate charitable supplying in their fiscal strategies, and we also do the job with public charities to support them continue to provide our neighborhood.”
Reed is joined at 1st Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by a few whole-time assistants, including Reed’s son, Walter Reed, who is doing the job towards an advisor position with strategies to sooner or later extend the follow to Houston. Together, they are a close-knit group with large marketplace encounter.
Why LPL is their selected home
As the follow continues to increase, the 1st Legacy group determined to find a new prosperity management husband or wife to supply them with differentiated client encounters and additional flexibility in how they run their small business. “When we recognized LPL’s client-oriented small business design aligned with ours, the choice to go was an uncomplicated 1,” Reed stated. “We will be backed by the firm’s trustworthy and unwavering guidance that emboldens us to dictate our small business design, more build our follow and reinforce our client interactions. We are thrilled about the range of solutions and the person-helpful interface that LPL’s platforms have to offer you. Our clientele can hope a additional individualized and seamless on the web encounter, blended with our diligent guidance companies.”
Jack Connealy, founder of JFC Advisor Network, said, “JFC Advisor Network is thrilled to welcome 1st Legacy to our growing network of fiscal professionals. At JFC, we are committed to furthering the success of our advisors and elevating their procedures, and we are honored to be entrusted with this mission by 1st Legacy. We appear ahead to supporting Dennis, Lance, Steve and the whole 1st Legacy group.”
Scott Posner, LPL government vice president, Small business Enhancement, said, “We welcome to Dennis, Steve and Lance to the LPL neighborhood and congratulate JFC for growing its network of excellent advisors. At LPL, we goal to redefine independence in our marketplace and concentration on 1 central function to provide our advisors. Our capabilities and assets are thoughtfully made to enable advisors run their follow effectively whilst shelling out additional time with their clientele. We are regularly innovating our technologies and affiliation models, so our advisors can generate their excellent follow and increase above the competition. We appear ahead to supporting 1st Legacy Prosperity Management in a extensive-long lasting partnership and encouraging their small business prosper.”
Browse about other firms that recently joined LPL in the LPL Money Information and Media part of LPL.com.
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About LPL Money
LPL Money (Nasdaq: LPLA) was established on the basic principle that the firm ought to do the job for the advisor, and not the other way about. Currently, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 fiscal advisors, 800 institution-based mostly expense plans and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Us citizens are worthy of access to goal steerage from a fiscal advisor. At LPL, independence suggests that advisors have the independence they are worthy of to select the small business design, companies, and technologies assets that allow them to run their excellent follow. And they have the independence to manage their client interactions, since they know their clientele most effective. Merely place, we choose care of our advisors, so they can choose care of their clientele.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S. (Centered on whole revenues, Money Planning journal June 1996-2020) No. 1 provider of third-social gathering brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Centered on prior small business and represents belongings that would have been custodied at LPL Money, fairly than third-social gathering custodians. Documented belongings and client numbers have not been independently and fully confirmed by LPL Money.
Securities and advisory companies provided by way of LPL Money LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/ SIPC
Through this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or expense advisor reps affiliated with LPL Money LLC. We routinely disclose info that may well be important to shareholders in the “Investor Relations” or “Press Releases” part of our website.
1st Legacy Prosperity Management LLC, JFC Advisor Network and LPL Money are separate entities.
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